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This is a featured job
Join Bartons as a Client Services Manager/Associate. Help to deliver quality advice and grow with an optional Professional Year pathway.
Join Bartons as a Client Services Manager/Associate. Help to deliver quality advice and grow with an optional Professional Year pathway.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
Featured
Featured
This is a featured job

This is a Full time job

Sydney NSW(Hybrid)
Competitive salary plus annual bonus
  • Centrally located CBD offices
  • Contact centre envrionment
  • Hybrid working flexibility once fully trained
  • Centrally located CBD offices
  • Contact centre envrionment
  • Hybrid working flexibility once fully trained
Join Macquarie as the knowledgeable first point of contact for our retail bank customers
Join Macquarie as the knowledgeable first point of contact for our retail bank customers
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
Featured
Featured
Listed seven days ago
  • Hybrid work – 2 days remote
  • Award-winning building in Sydney CBD
  • On-site gym, music room and café
  • Hybrid work – 2 days remote
  • Award-winning building in Sydney CBD
  • On-site gym, music room and café
Join our high performing team in Sydney and provide client service and administrative support to a dedicated team of Macquarie Private Bankers.
Join our high performing team in Sydney and provide client service and administrative support to a dedicated team of Macquarie Private Bankers.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed three days ago

This is a Full time job

Circa $75,000 – $85,000 per year
  • Leading Wealth Management firm.
  • Seeking 2 - 4 years relevant experience
  • Brisbane based opportunity
  • Leading Wealth Management firm.
  • Seeking 2 - 4 years relevant experience
  • Brisbane based opportunity
Great oppportunity to join a leading HNW Private Client Advisory firm as a Client Service Associate.
Great oppportunity to join a leading HNW Private Client Advisory firm as a Client Service Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed twenty four days ago
  • Deliver exceptional client experiences with an award-winning team.
  • Grow your career in a supportive, innovative, and values-driven culture.
  • Join Australia’s #3 Best Place to Work and industry leader in advice.
  • Deliver exceptional client experiences with an award-winning team.
  • Grow your career in a supportive, innovative, and values-driven culture.
  • Join Australia’s #3 Best Place to Work and industry leader in advice.
If you love the detail and want to be part of a team that genuinely values your contribution, we might just have the dream role for you!
If you love the detail and want to be part of a team that genuinely values your contribution, we might just have the dream role for you!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
24d agoExpiring
Listed ten days ago

This is a Full time job

AUD 85000 - 95000 per annum
  • Up to $110k package + benefits
  • Join a respected and growing private wealth management team
  • Brisbane CBD | Full time office based position
  • Up to $110k package + benefits
  • Join a respected and growing private wealth management team
  • Brisbane CBD | Full time office based position
Join a highly regarded wealth management business supporting Advisers and clients across a diverse portfolio.
Join a highly regarded wealth management business supporting Advisers and clients across a diverse portfolio.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
10d ago
10d ago
Listed one day ago
Kick-start your career in financial services with a growing and dynamic business.
Kick-start your career in financial services with a growing and dynamic business.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
1d ago
1d ago
Listed twenty seven days ago
Client Service Manager | Financial Planning Boutique
Client Service Manager | Financial Planning Boutique
Recruited byRosie Keegan
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
27d agoExpiring
Listed twenty days ago
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
Join our dynamic wealth management team. We are looking for a proactive professional to deliver exceptional service to our high-net-worth clients.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
20d ago
20d ago
Listed twenty seven days ago
  • $90k to $100k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
  • $90k to $100k plus super
  • Prime CBD location
  • Dedicated and Driven team environment
Exceptional opportunity to join a dynamic and professional advisory team.
Exceptional opportunity to join a dynamic and professional advisory team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
27d agoExpiring
27d agoExpiring
Listed two days ago
A true all-rounder opportunity - join E&P's Brisbane Private Wealth team in a hands-on Client Services role.
A true all-rounder opportunity - join E&P's Brisbane Private Wealth team in a hands-on Client Services role.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed six days ago
A great opportunity if you have a strong CS background and looking to take the next step in the future to advisor or practice manager
A great opportunity if you have a strong CS background and looking to take the next step in the future to advisor or practice manager
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed twenty days ago
As a Client Service Associate, you will be the face of the Maison's aftersales service, managing client relationships and orchestrating repair journey
As a Client Service Associate, you will be the face of the Maison's aftersales service, managing client relationships and orchestrating repair journey
subClassification: Retail AssistantsRetail Assistants
classification: Retail & Consumer Products(Retail & Consumer Products)
20d ago
20d ago
Listed twenty four days ago

Immediate start

This is a Full time job

$60,000 – $78,000 per year
Continued growth has led to this outstanding opportunity to join an industry leading financial planning firm located on the beautiful Noosaville.
Continued growth has led to this outstanding opportunity to join an industry leading financial planning firm located on the beautiful Noosaville.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
24d agoExpiring
24d agoExpiring
Listed three days ago
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
  • 2 days a week work from home
  • Clear career pathway
  • Flexible working environment
Award winning national firm in Erina is looking for a CSM / Associate to join their team. Great career progression, Flexibility and work life balance.
Award winning national firm in Erina is looking for a CSM / Associate to join their team. Great career progression, Flexibility and work life balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
3d ago
3d ago
Listed seven days ago
  • Clear pathway into Professional Year and advice
  • Existing client base available for future ownership
  • Ongoing training, mentoring and development
  • Clear pathway into Professional Year and advice
  • Existing client base available for future ownership
  • Ongoing training, mentoring and development
Support a financial adviser with client meetings, strategy development, file noting and ongoing client management.
Support a financial adviser with client meetings, strategy development, file noting and ongoing client management.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
7d ago
7d ago
Listed six days ago
Join our dynamic team at G+D, a global leader in secure payment and banking technologies as a Client Services Associate.
Join our dynamic team at G+D, a global leader in secure payment and banking technologies as a Client Services Associate.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed one day ago

This is a Full time job

Sydney NSW(Hybrid)
  • Values-led, people-first culture
  • Strong learning and support environment
  • Flexible, hybrid working options
  • Values-led, people-first culture
  • Strong learning and support environment
  • Flexible, hybrid working options
Join a people-first firm where your growth is supported, your work is valued, and your career can thrive.
Join a people-first firm where your growth is supported, your work is valued, and your career can thrive.
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
1d ago
1d ago
Listed eighteen hours ago
  • Experienced Client Service Officer
  • Great Team Culture
  • Salary based upon experience
  • Experienced Client Service Officer
  • Great Team Culture
  • Salary based upon experience
Fantastic role supporting a senior advisor, client services and implementation work, great working environment.
Fantastic role supporting a senior advisor, client services and implementation work, great working environment.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
18h ago
18h ago
Listed twelve hours ago
As a Customer Success Associate, you’ll play a key role in delivering exceptional client experiences
As a Customer Success Associate, you’ll play a key role in delivering exceptional client experiences
subClassification: Funds ManagementFunds Management
classification: Banking & Financial Services(Banking & Financial Services)
12h ago
12h ago
Listed twenty two days ago
  • Australia's 6th largest accounting provider - nationally recognised firm
  • Ongoing learning, development and career progression opportunities
  • A leadership opportunity within a collaborative and supportive team
  • Australia's 6th largest accounting provider - nationally recognised firm
  • Ongoing learning, development and career progression opportunities
  • A leadership opportunity within a collaborative and supportive team
The link between clients and internal teams, driving service delivery while leading and supporting a high-performing Client Services team!
The link between clients and internal teams, driving service delivery while leading and supporting a high-performing Client Services team!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
22d ago
22d ago
Listed sixteen hours ago

Immediate start

This is a Full time job

$65,000 – $68,000 per year
  • Genuine career pathway to Association Manager
  • Hybrid role, 3 days in office at St Leonards
  • Varied work across membership, comms, finance and events
  • Genuine career pathway to Association Manager
  • Hybrid role, 3 days in office at St Leonards
  • Varied work across membership, comms, finance and events
Love variety and helping people in a fast-paced environment? Be the go-to support for our not-for-profit clients' membership, comms, and events.
Love variety and helping people in a fast-paced environment? Be the go-to support for our not-for-profit clients' membership, comms, and events.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
16h ago
16h ago
Listed eight days ago
  • Join an award winning wealth management firm
  • Based on St Kilda Road, Melbourne
  • Great culture, benefits and work environment
  • Join an award winning wealth management firm
  • Based on St Kilda Road, Melbourne
  • Great culture, benefits and work environment
We are looking for an administration superstar who loves building strong client relationships and delivering exceptional service to join our team.
We are looking for an administration superstar who loves building strong client relationships and delivering exceptional service to join our team.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
8d ago
8d ago
Listed two days ago

This is a Full time job

$90,000 – $100,000 per year plus super
Client Services Officer role, in Melbourne CBD with 2 WFH days. Support advisers well, manage client processes and grow your career in a strong team.
Client Services Officer role, in Melbourne CBD with 2 WFH days. Support advisers well, manage client processes and grow your career in a strong team.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed two days ago
  • Work in a leading ASX-listed financial services organisation.
  • Work in a supportive and collaborative team that values teamwork
  • Competitive remuneration package reflecting your expertise and experience.
  • Work in a leading ASX-listed financial services organisation.
  • Work in a supportive and collaborative team that values teamwork
  • Competitive remuneration package reflecting your expertise and experience.
We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.
We have an exciting opportunity available as a Client Services Administrator within a financial services organisation.
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
2d ago
2d ago
Listed seventeen hours ago

This is a Full time job

75-85K Inclusive Super
  • CBD based Mid-Tier Accounting & Wealth advisory Practice
  • Client Services Administrator
  • Salary up to 85K Inclusive Super
  • CBD based Mid-Tier Accounting & Wealth advisory Practice
  • Client Services Administrator
  • Salary up to 85K Inclusive Super
Due to internal promotion a great opportunity has arisen within the client services team of this growing Accounting firm
Due to internal promotion a great opportunity has arisen within the client services team of this growing Accounting firm
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
17h ago
17h ago
Listed nine days ago

This is a Full time job

Sydney NSW(Hybrid)
Competitive salary plus annual bonus
  • Centrally located CBD offices
  • Contact centre envrionment
  • Hybrid working flexibility once fully trained
  • Centrally located CBD offices
  • Contact centre envrionment
  • Hybrid working flexibility once fully trained
Join Macquarie as the knowledgeable first point of contact for our retail bank customers
Join Macquarie as the knowledgeable first point of contact for our retail bank customers
subClassification: Customer Service - Call CentreCustomer Service - Call Centre
classification: Call Centre & Customer Service(Call Centre & Customer Service)
9d ago
9d ago
Listed seventeen hours ago
Join Bartons as a Client Services Manager/Associate. Help to deliver quality advice and grow with an optional Professional Year pathway.
Join Bartons as a Client Services Manager/Associate. Help to deliver quality advice and grow with an optional Professional Year pathway.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
17h ago
17h ago
Listed seven days ago

This is a Full time job

$70,000 - $80,000 plus super
  • Competitive salary of $70,000 to $80,000 plus superannuation.
  • Hybrid work model with three days based in the Melbourne CBD.
  • Manage warm leads with no cold calling in a supportive financial services team.
  • Competitive salary of $70,000 to $80,000 plus superannuation.
  • Hybrid work model with three days based in the Melbourne CBD.
  • Manage warm leads with no cold calling in a supportive financial services team.
Earn $70k-$80k + Super. Hybrid CBD role. Qualify warm leads and book appointments. Apply today!
Earn $70k-$80k + Super. Hybrid CBD role. Qualify warm leads and book appointments. Apply today!
Recruited byTim Greaves
subClassification: Administrative AssistantsAdministrative Assistants
classification: Administration & Office Support(Administration & Office Support)
7d ago
7d ago
Listed sixteen days ago
  • Join a welcoming team with a great culture and office space
  • Flexible working arrangements that support your worklife balance
  • Part-time also considered
  • Join a welcoming team with a great culture and office space
  • Flexible working arrangements that support your worklife balance
  • Part-time also considered
A hands-on role at the heart of a growing advisory firm, working with our Partners and team to deliver an exceptional client experience.
A hands-on role at the heart of a growing advisory firm, working with our Partners and team to deliver an exceptional client experience.
subClassification: Client & Sales AdministrationClient & Sales Administration
classification: Administration & Office Support(Administration & Office Support)
16d ago
16d ago
Listed six days ago

This is a Full time job

$70,000 – $80,000 per year
Join this highly regarded accounting and advisory firm and be a part of an INCREDIBLE team and great culture. Amazing offices and worklife balance.
Join this highly regarded accounting and advisory firm and be a part of an INCREDIBLE team and great culture. Amazing offices and worklife balance.
subClassification: Financial PlanningFinancial Planning
classification: Banking & Financial Services(Banking & Financial Services)
6d ago
6d ago
Listed five days ago
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
  • Great location in Fortitude Valley near James St
  • Help shape the next chapter of Focus Partners Australia’s Brisbane Wealth team
  • Continue to build and develop your career
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
Join Focus Partners Australia at a pivotal moment. We’re looking for an experienced Client Service Manager (or senior CSO ready to step up)!
subClassification: Client ServicesClient Services
classification: Banking & Financial Services(Banking & Financial Services)
5d ago
5d ago
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